Session #7 Structuring Your Firm: Important Legal Considerations

(2 hours) Thursday, March 20^th, 2025

4:00pm – 4:05pm         Opening Remarks & Speaker Introduction

                                               Speaker: Carmen Ortiz-McGhee

4:05pm – 5:00pm         Fund Formation Legal Considerations (Part I)

From the impact of securities laws on marketing, to fund and sponsor structuring, to the intricacies of fund documentation and closings, you will learn the critical components of how best to structurally set up your firm for success from one of the world’s top law firms. Topics that will be covered include:

• Fund structuring
• Fund documentation
• Marketing considerations
• The closing process

                                        Speaker:  

                                         Nadia Murad, Partner, Investment Funds, Kirkland & Ellis 

                                         Melissa Gainor, Partner, Investment Funds, Kirkland & Ellis 

5:00pm – 5:05pm          Virtual Break (5 min)

5:05pm – 5:50pm          Fund Formation Legal Considerations (continued)                                   

5:50pm – 6:00pm         Session #7 Closing Remarks                                     

                                               Speaker: Carmen Ortiz-McGhee

6:00pm                           Session #7 Ends

6:00pm– 6:30pm          Cohort Post-Session Networking (Optional)